Senior Associate – Private Client – Cardiff – 5+ Years PQE

Overview

In this Senior Associate role, you manage a varied and complex private client caseload within a top-tier Cardiff firm. You will handle wills and estate planning, trusts, probate, and tax planning while shaping long-term strategy for high-net-worth families. You’ll lead junior colleagues, contribute to business development, and strengthen the firm’s profile in the Cardiff market. The position offers collaborative leadership support, quality work, and clear progression in a high-performing environment. This role is a meaningful opportunity to drive private client outcomes for multi-generational families and grow with the firm.

Pay / Benefits

• Income Protection
• Private Medical Insurance
• Sight tests / Glasses discounts
• Bonus scheme
• Electric vehicle scheme
• Scottish Widows Pension Scheme/ pension benefits stated in ad, concise summary preserved

Responsibilities

• Manage a varied, complex private client caseload
• Wills and estate planning
• Trusts and trust administration
• Probate and estate administration
• Tax and succession planning
• Long-term strategic planning for HNW/UHNW clients
• Support families across generations
• Build strong client relationships and deliver excellent service
• Mentor and supervise junior colleagues
• Contribute to business development and raise the firm’s profile in Cardiff

Key requirements

• At least 5 years PQE in private client work
• Strong technical expertise and ability to manage complex matters independently
• Excellent communication and interpersonal skills
• Proactive, commercially minded approach
• Experience mentoring junior team members
• Knowledge of the Cardiff market and existing professional network (advantageous)
• STEP qualification or working towards it (preferred)
• High attention to detail, organisation and growth mindset

• excellent communication
• interpersonal skills
• proactive
• private client expertise
• wills and estate planning
• trusts and trust administration

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